# IdeaBoxAI

## Docs

- [Using the AI Assistant](https://docs.ideaboxai.com/agentic-bi/configurations/ai-assistant.md): Ask questions, request new charts, and get data-driven guidance using the built-in Dashboard Agent in Agentic BI.
- [Building a Canvas View](https://docs.ideaboxai.com/agentic-bi/configurations/build-canvas.md): Use the Build Canvas workflow to select existing charts or create new AI-configured ones, then save them as a focused grouped canvas view on your Agentic BI dashboard.
- [Understanding Chart Insights](https://docs.ideaboxai.com/agentic-bi/configurations/chart-insights.md): Use AI-generated chart insights in Agentic BI to surface key findings, business context, and recommended actions for any visualisation.
- [Adding Dashboard Filters](https://docs.ideaboxai.com/agentic-bi/configurations/dashboard-filters.md): Add date and dimension filters to let users dynamically slice and explore Agentic BI dashboard data without modifying the underlying charts.
- [Designing Your Dashboard](https://docs.ideaboxai.com/agentic-bi/configurations/designing-your-dashboard.md): Customise the visual identity of your Agentic BI dashboard — colours, fonts, layout spacing, and organisation branding — using Dashboard Settings.
- [Editing and Customising Charts](https://docs.ideaboxai.com/agentic-bi/configurations/editing-charts.md): Modify chart appearance, configure interactive drill behaviours, and link filters using the Agentic BI edit panel.
- [Setting KPI Alerts](https://docs.ideaboxai.com/agentic-bi/configurations/setting-alerts.md): Monitor critical metrics in real time by configuring threshold-based alerts on your Agentic BI dashboard KPI cards.
- [Sharing a Dashboard](https://docs.ideaboxai.com/agentic-bi/configurations/sharing-dashboard.md): Distribute your Agentic BI dashboards via email, shareable link, or embedded HTML.
- [Getting started with Agentic BI](https://docs.ideaboxai.com/agentic-bi/getting-started.md): Navigate the Dashboards workspace, connect a data source, generate your first AI-powered dashboard, and manage your visualizations.
- [What is Agentic BI?](https://docs.ideaboxai.com/agentic-bi/introduction.md): Learn how IdeaBoxAI's Agentic BI lets you create fully interactive, AI-generated dashboards from your data — without any manual chart configuration.
- [Account Executive Dashboard](https://docs.ideaboxai.com/agentic-bi/tutorials/account-executive-dashboard.md): A step-by-step tutorial for Account Executives to build an account dashboard — from uploading your CRM data to configuring drill-through views and setting task alerts.
- [Build Your First Sales Dashboard](https://docs.ideaboxai.com/agentic-bi/tutorials/build-your-first-dashboard.md): A step-by-step tutorial for sales professionals to create, configure, and filter a sales dashboard using Agentic BI in IdeaboxAI.
- [Agentic BI for supply chain and sales](https://docs.ideaboxai.com/agentic-bi/use-cases/supply-chain-sales.md): Learn how Agentic BI was applied to a real supply chain and sales scenario to drive faster, data-informed decisions.
- [Automations overview](https://docs.ideaboxai.com/automations/overview.md): Build intelligent, event-driven workflows using IdeaBoxAI's visual automation workspace and node library.
- [Build Your First Automation](https://docs.ideaboxai.com/automations/tutorials/first-automation.md): Create an event-driven workflow using the visual automation workspace and node library.
- [Automated reporting](https://docs.ideaboxai.com/automations/use-cases/automated-reporting.md): Learn how teams use IdeaBoxAI Automations to generate and distribute reports without manual effort.
- [Connector directory](https://docs.ideaboxai.com/connectors/connector-directory.md): Browse all available IdeaBoxAI connectors across different categories and integration types.
- [Knowledge base connections](https://docs.ideaboxai.com/connectors/knowledge-base-connections.md): Learn how to connect databases, documents, and cloud warehouses to IdeaBoxAI knowledge bases for AI-powered querying.
- [What are connectors?](https://docs.ideaboxai.com/connectors/overview.md): Learn how IdeaBoxAI connectors bridge the platform to your external data sources, business tools, and communication services.
- [Toolkit directory](https://docs.ideaboxai.com/connectors/toolkits.md): Browse toolkits. Click any toolkit to view its tools and triggers.
- [Troubleshooting connections](https://docs.ideaboxai.com/connectors/troubleshooting.md): Resolve common connection issues for IdeaBoxAI knowledge base connectors and data imports.
- [Set up full integration for a sales persona](https://docs.ideaboxai.com/connectors/tutorials/sales-integration.md): Learn how to configure all required connections for a Sales Account Executive persona on IdeaBoxAI.
- [Admin Console](https://docs.ideaboxai.com/copilot/admin-console.md): Manage users, personas, connections, and security policies from the Admin Console.
- [Getting started with the Persona AI](https://docs.ideaboxai.com/copilot/getting-started.md): Navigate the home screen, switch between personas, use the chat input, and access the Admin Console.
- [What is the Persona AI?](https://docs.ideaboxai.com/copilot/introduction.md): Learn how the IdeaBoxAI Persona AI uses skills and connected data to deliver role-specific intelligence, content generation, and task execution.
- [Meet your Persona](https://docs.ideaboxai.com/copilot/meet-your-persona.md): Your AI colleague who already knows your data, your role, and your business context. Not a chatbot. Not generic AI. A team member built around how you actually work.
- [Persona Setup Guide](https://docs.ideaboxai.com/copilot/persona-setup.md): Understand the persona system, configure personas for different roles, set permissions, attach knowledge bases, and manage users.
- [Settings and user preferences](https://docs.ideaboxai.com/copilot/settings.md): Configure your profile and manage connections from the settings panel.
- [How to Create a Skill](https://docs.ideaboxai.com/copilot/skills-and-configuration.md): Build and deploy AI skills that personas can use in conversations from the Skills Studio.
- [Using the Persona AI](https://docs.ideaboxai.com/copilot/tutorials/conversational-experience.md): Learn how to interact with the Persona AI, from sending prompts to generating documents and making calls from the copilot.
- [Sales Development Rep persona](https://docs.ideaboxai.com/copilot/tutorials/executive.md): Set up and use the Sales Development Rep persona for prospect research, outreach generation, and pipeline building.
- [Sales Engineer persona](https://docs.ideaboxai.com/copilot/tutorials/operations-leader.md): Learn how to configure the Sales Engineer persona for technical discovery, demo prep, RFP responses, and POC planning.
- [Account Executive persona](https://docs.ideaboxai.com/copilot/tutorials/sales-persona.md): Learn how to configure the Account Executive persona for deal intelligence, meeting prep, and pipeline management.
- [Sales Team](https://docs.ideaboxai.com/copilot/use-cases/actian-sales-copilot-case-study.md): Learn how IdeaBoxAI's Sales Team Co-Pilot accelerates deal velocity across account research, deal health, technical discovery, and outbound prospecting, powered by 32 purpose-built skills.
- [Driving business outcomes](https://docs.ideaboxai.com/copilot/use-cases/business-outcome.md): Understand the business problems the Persona AI solves and the measurable outcomes it delivers across sales teams.
- [Mortgage Insurance](https://docs.ideaboxai.com/copilot/use-cases/enact-mortgage-insurance-case-study.md): Learn how IdeaBoxAI's Mortgage Insurance Co-Pilot transforms data discovery, underwriting decisions, and customer support for a private mortgage insurer, connecting Actian DI, Snowflake, and Google Drive into a single persona-aware assistant.
- [Construction & Real Estate](https://docs.ideaboxai.com/copilot/use-cases/sage-cre-copilot-case-study.md): Learn how IdeaBoxAI's Construction & Real Estate Co-Pilot transforms AP, project management, and field engineering workflows in construction and real estate, powered by 24 purpose-built skills across three personas.
- [Welcome to IdeaBoxAI](https://docs.ideaboxai.com/index.md): Learn how to make every role in your enterprise AI-powered with persona-driven intelligence, automations, and real-time dashboards.
- [Creating and querying cubes](https://docs.ideaboxai.com/knowledge-bases/cubes.md): Build analytical models with measures, dimensions, and queryable APIs on top of your structured data.
- [Knowledge Bases overview](https://docs.ideaboxai.com/knowledge-bases/overview.md): Centralize structured and unstructured data for Agentic BI, AI agents, and automation workflows.
- [Working with structured data](https://docs.ideaboxai.com/knowledge-bases/structured-data.md): Connect a database, explore the schema, and enrich metadata with AI for structured knowledge bases.
- [Working with unstructured data](https://docs.ideaboxai.com/knowledge-bases/unstructured-data.md): Upload documents, connect external sources, and monitor processing status for unstructured knowledge bases.
- [Enterprise integrations](https://docs.ideaboxai.com/partnerships/ibm/enterprise-integrations.md): Learn which enterprise tools the IdeaBoxAI Sales Persona AI connects to and how the IBM integration framework works.
- [Maintenance](https://docs.ideaboxai.com/partnerships/ibm/maintenance.md): Current system status and scheduled maintenance information for Sales Persona AI.
- [Overview](https://docs.ideaboxai.com/partnerships/ibm/overview.md): Learn how the IdeaBoxAI Sales Persona AI brings role-based sales intelligence to IBM watsonx Orchestrate with enterprise-grade integrations.
- [Quick start guide](https://docs.ideaboxai.com/partnerships/ibm/quick-start-guide.md): Subscribe to the IdeaBoxAI Sales Persona AI on IBM Cloud, connect your accounts, and start your first conversation.
- [Support](https://docs.ideaboxai.com/partnerships/ibm/support.md): Get help with the Sales Persona AI for IBM watsonx Orchestrate.
- [Overview](https://docs.ideaboxai.com/partnerships/overview.md): Learn how IdeaBoxAI partners with leading enterprise platforms to deliver AI-powered sales intelligence and automation.
- [Platform overview](https://docs.ideaboxai.com/platform-overview.md): Learn how IdeaBoxAI's core capabilities work together to make every role in your enterprise AI-powered.
- [Quickstart](https://docs.ideaboxai.com/quickstart.md): Learn how to create your IdeaBoxAI account, complete onboarding, and launch your workspace.
- [Frequently asked questions](https://docs.ideaboxai.com/resources/faq.md): Comprehensive FAQ covering product overview, security, architecture, integrations, deployment, pricing, and competitive differentiation.
- [Frequently asked questions](https://docs.ideaboxai.com/support/faq.md): Learn the answers to the most common questions about IdeaBoxAI accounts, features, and troubleshooting.
- [Release notes](https://docs.ideaboxai.com/support/release-notes.md): Stay up to date with the latest IdeaBoxAI platform updates, new features, and improvements.
- [Sales Team](https://docs.ideaboxai.com/use-cases/actian-sales-copilot.md): Learn how IdeaBoxAI's Sales Team Co-Pilot accelerates deal velocity across account research, deal health, technical discovery, and outbound prospecting, powered by 32 purpose-built skills.
- [Automated reporting](https://docs.ideaboxai.com/use-cases/automated-reporting.md): Learn how teams use IdeaBoxAI Automations to generate and distribute reports without manual effort.
- [Driving business outcomes](https://docs.ideaboxai.com/use-cases/business-outcome.md): Understand the business problems the Persona AI solves and the measurable outcomes it delivers across sales teams.
- [Mortgage Insurance](https://docs.ideaboxai.com/use-cases/enact-mortgage-copilot.md): Learn how IdeaBoxAI's Mortgage Insurance Co-Pilot transforms data discovery, underwriting decisions, and customer support for a private mortgage insurer, connecting Actian DI, Snowflake, and Google Drive into a single persona-aware assistant.
- [Grounded responses with Knowledge Bases](https://docs.ideaboxai.com/use-cases/grounded-responses.md): See how connecting live business data to the Persona AI produces accurate, context-aware answers instead of generic responses.
- [Use cases](https://docs.ideaboxai.com/use-cases/index.md): See how teams across industries use IdeaBoxAI to transform their workflows with AI-powered personas, skills, and connected data.
- [Construction & Real Estate](https://docs.ideaboxai.com/use-cases/sage-cre-copilot.md): Learn how IdeaBoxAI's Construction & Real Estate Co-Pilot transforms AP, project management, and field engineering workflows in construction and real estate, powered by 24 purpose-built skills across three personas.
- [Supply chain and sales](https://docs.ideaboxai.com/use-cases/supply-chain-sales.md): Learn how Agentic BI was applied to a real supply chain and sales scenario to drive faster, data-informed decisions.

## OpenAPI Specs

- [openapi](https://docs.ideaboxai.com/api-reference/openapi.json)